Invesco India Equity Savings Fund vs DSP Equity Savings Fund compare
Invesco India Equity Savings Fund - Regular Plan - Growth
Invesco India Equity Savings Fund - Regular Plan - Growth
DSP Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Fund | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Moderately High | Moderately High | Moderate |
| Asset Size (Cr) | ₹460 Cr | ₹460 Cr | ₹3773 Cr |
| Min Investment | ₹1000 | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹100 |
| Launch Date | 06 Mar 2019 | 06 Mar 2019 | 28 Mar 2016 |
| Category | Equity Savings | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | 469% | 469% | 444% |
| Expense Ratio | 2.3 | 2.3 | 1.32 |
| Manager | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati | Kedar Karnik |
| ISIN Code | INF205KA1023 | INF205KA1023 | INF740KA1439 |
| Exits Load | Invesco India Equity Savings Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | Invesco India Equity Savings Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Month | 0.85% | 0.85% | 0.8% |
| 6 Month | 3.19% | 3.19% | 2.1% |
| 1 Year | 3.01% | 3.01% | 4.98% |
| 3 Year | 11.13% | 11.13% | 9.89% |
| 5 Year | 9.22% | 9.22% | 10.7% |
SIP Return Analysis
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 6 Month | -0.37% | -0.37% | 0.39% |
| 1 Year | 3.05% | 3.05% | 4.44% |
| 3 Year | 8.97% | 8.97% | 8.82% |
| 5 Year | 8.72% | 8.72% | 8.87% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Year | 8.66% | 8.66% | 8.66% |
| 3 Year | 8.07% | 8.07% | 8.68% |
| 5 Year | 9.54% | 9.54% | 8.16% |
Risk Management
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Standard Deviation | 5.58% | 5.58% | 3.68% |
| Sharp | 0.72% | 0.72% | 0.87% |
| Beta | - | - | - |
| Alpha | - | - | - |
Fund Managers
| Scheme Name | Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Name | Krishna Venkat Cheemalapati | Krishna Venkat Cheemalapati | Kedar Karnik |
| Total AUM | ₹24743 Cr | ₹24743 Cr | ₹32997 Cr |
| Funds Managed | 19 | 19 | 11 |
| Invesco India Equity Savings Fund - Regular Plan - Growth | Invesco India Equity Savings Fund - Regular Plan - Growth | DSP Equity Savings Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 36.95 | 36.95 | 34.83 |
| Large Cap | 42.47 | 42.47 | 55.48 |
| Small Cap | 8.42 | 8.42 | 3.65 |
| Mid Cap | 12.15 | 12.15 | 6.04 |
Sector Allocation
| Scheme Name |
Invesco India Equity Savings Fund - Regular Plan - Growth |
Invesco India Equity Savings Fund - Regular Plan - Growth |
DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 33.56 | 33.56 | 30.89 |
| Energy | 2.93 | 2.93 | 6.63 |
| Technology | 7.1 | 7.1 | 5.25 |
| Healthcare | 2.22 | 2.22 | 5.88 |
| Consumer Defensive | 7.1 | 7.1 | 3.47 |
| Industrials | 8.68 | 8.68 | 2.98 |
| Financial Services | 20.67 | 20.67 | 25.71 |
| Utilities | 2.01 | 2.01 | 3.21 |
| Basic Materials | 7.71 | 7.71 | 3.45 |
| Real Estate | 0.48 | 0.48 | 1.39 |
| Consumer Cyclical | 5.33 | 5.33 | 6.96 |
| Communication Services | 2.21 | 2.21 | 4.17 |
Top Comparisons
ICICI Prudential Multicap Fund - Growth
3Y Returns19.99%
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN
3Y Returns17.85%
SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns7.17%
Tata Ultra Short Term Fund-Regular Plan-Growth
3Y Returns6.72%
HSBC Conservative Hybrid Fund - Regular Growth
3Y Returns10.39%
Axis Conservative Hybrid Fund - Regular Plan - Growth Option
3Y Returns7.31%
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
3Y Returns16.63%
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
3Y Returns13.69%